John B Gray Charitable Trust in Boston, Massachusetts (MA)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Massachusetts
| John B Gray Charitable Trust | |
| Employer Identification Number (EIN) | 046559143 |
| Name of Organization | John B Gray Charitable Trust |
| Address | PO BOX 55806, Boston, MA 02205-5806 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 03/1987 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $500,000 to $999,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $856,057 |
| Amount of Income | $51,452 |
| Form 990 Revenue Amount | $827,454 |
Non-representatives - add comments:
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $17,559 | $17,911 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $18,273 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $41,138 | $5,951 | $0 | $35,150 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $8,138 | $5,951 | $2,150 | |
| Contributions, gifts, grants paid | $33,000 | |||
| Excess of revenue over expenses and disbursements | $-23,579 | |||
| Net investment income | $11,960 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $930,072 | $946,991 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $561,830 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $295,447 | |
| Other | $72,795 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $930,072 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-714 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $239 |
| Total credits and payments | $240 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $240 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $1 |
| Amount to be credited to 2013 estimated tax | $1 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $947,195 |
| Net value of noncharitable-use assets | $932,980 |
| Minimum investment return | $46,649 |
| Distributable Amount (for 2012) | |
| Distributable amount | $46,410 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $46,410 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $43,954 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Other organizations in Massachusetts | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | John And Barbara Guiuggio Foundation, Guiggio John P Et Al Ttee | PO BOX 55806, Boston, MA 02205-5806 | MA | 1994-03 | $70,591 |
| 2 | John And Carol Barry Foundation, Alexander Herbert S Ttee | 20 Rowes Wharf Ph 3, Boston, MA 02110-3325 | MA | 1994-01 | $99,413 |
| 3 | John And Dorothy Magee Foundation | 51 Lewis Rd, Concord, MA 01742-1608 | MA | 1998-04 | $85,901 |
| 4 | John And Gertrude Donovan Foundation, Donovan Peter & Donovan Louise Ttee | 265 Far Reach Rd, Westwood, MA 02090-1075 | MA | 2005-09 | $267,964 |
| 5 | John And Judith Nelson Family Foundation, Nelson John & Judith Ttee | C/O The Colony Group 2 Atlantic, Boston, MA 02110 | MA | 1999-10 | $263,192 |
| 6 | John And Maria Doukas Foundation In | C/O Andrea Doukas Esq 6 Beacon St, Boston, MA 02108 | MA | 1995-02 | $14,501 |
| 7 | John And Sonia Lingos Family Foundation Inc | 32 Jacqueline Cir, West Yarmouth, MA 02673-8343 | MA | 1994-03 | $219,820 |
| 8 | John And Susan Spooner Charitable Tr, Spooner John Ttee | 101 Chestnut Street, Boston, MA 02108-1032 | MA | 1999-01 | $120,326 |
| 9 | John Andrew Mazie Memorial Foundation, Mazie Lowell I Ttee | 1502 Wisteria Way, Wayland, MA 01778-2851 | MA | 1997-10 | $225,028 |
| 10 | John Ashford Link House Inc, Link House Incorporated | 197 Elm St, Salisbury, MA 01952-1808 | MA | 1974-10 | $1,506,704 |
| 11 | John B Gray Charitable Trust | PO BOX 55806, Boston, MA 02205-5806 | MA | 1987-03 | $51,452 |
| 12 | John Barker Basketball League Inc | PO BOX 200, Hingham, MA 02043-0200 | MA | 1986-06 | $143,760 |
| 13 | John Bertram House Inc | 29 Washington Sq, Salem, MA 01970-4014 | MA | 1942-10 | $3,304,466 |
| 14 | John Bertram House Of Swampscott Inc | 565 Humphrey Street, Swampscott, MA 01907-2600 | MA | 1996-05 | $6,143,826 |
| 15 | John Bolten Charitable Foundation | PO BOX 961019, Boston, MA 02196-1019 | MA | 1982-10 | $770,843 |
| 16 | John Boyle Oreilly Club Of Springfield Inc | 33 Progress Ave, Springfield, MA 01104-3230 | MA | 1978-10 | $414,397 |
| 17 | John Boyle Oreilly Council 85 Knights Of Columbus Charitable Cor | 386 W Main St Ste 9, Northborough, MA 01532-2128 | MA | 1976-08 | $119,409 |
| 18 | John Butler Mulliken Foundation Inc | 117 Kendrick St Ste 800, Needham, MA 02494-2728 | MA | 1999-09 | $3,585,675 |
| 19 | John C & Eunice B Morrison Charitable Foundation | 6 Beacon St Ste 1010, Boston, MA 02108-3817 | MA | 1996-04 | $5,046,479 |
| 20 | John C & Katherine M Morris Foundation Inc | 24 Cherry Hill Road, Stockbridge, MA 01262 | MA | 1994-09 | $3,025,341 |
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